2 havi csúcson az index, vegyítve pozitív és negatív jelekkel. Negatív: large cap defenzív szektorokat tépik (PFE,MRK), pénzügy nem megy (egyik sincs 2 hónapos csúcson), a héten a tech beindult, fundamentálisan negatív divergenciák vannak (LEI,ECRI). Pozitív: szentiment nagyon…

ETF lista ---- For the fifth consecutive month, the rolling 12 month total for starts has been above completions - that usually only happens after housing has bottomed. ----- Sokan látják közeledni a világvégét, erre itt egy újabb chart, ami hosszabb távú csúcsot jelez,…

As the chart shows, one sector, comprised of economically-sensitive issues, has been lagging the broader market for several months. In fact, the Morgan Stanley cyclical index has just hit its lowest level relative to the S&P 500 index in three years. Given that cyclical stocks led the way up…

Companies worldwide are selling bonds at the second-fastest pace on record with investors seeing the debt as an alternative to traditional havens such as government securities that are now paying negative yields. LQD total return ----- -----